Fulcrum Equity Management’s SPDR Gold Trust GLD Stock Holding History

Fulcrum Equity Management’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$330K	Hold	895	–	–	0.24%	96
2026 Q1	$385K	Hold	895	–	–	0.37%	67
2025 Q4	$355K	Buy	+895	New	+$342K	0.34%	71
2020 Q4	–	Sell	-1,680	Closed	-$298K	–	160
2020 Q3	$298K	Buy	+1,680	New	+$302K	0.14%	108
2019 Q4	–	Sell	-11,474	Closed	-$1.59M	–	137
2019 Q3	$1.59M	Buy	11,474 +4,209	+58%	+$585K	0.81%	16
2019 Q2	$1.03M	Buy	7,265 +1,887	+35%	+$233K	0.49%	19
2019 Q1	$656K	Buy	+5,378	New	+$663K	0.23%	25

Other funds holding GLD

Marino Management Westport, Connecticut $480M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fulcrum Equity Management's GLD Position: Q2 2026 in Review

Fulcrum Equity Management held its SPDR Gold Trust (GLD) position steady in Q2 2026 at 895 shares worth $330K. The position accounts for 0.24% of the portfolio, ranked #96.

Fulcrum Equity Management first reported a position in GLD in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2019. 1,352 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Fulcrum Equity Management held 895 shares of SPDR Gold Trust worth $330K as of Q2 2026.
Fulcrum Equity Management left its SPDR Gold Trust share count unchanged in Q2 2026.
SPDR Gold Trust made up 0.24% of Fulcrum Equity Management's portfolio in Q2 2026, its #96 holding.
Fulcrum Equity Management first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 7 quarters since.
Fulcrum Equity Management's SPDR Gold Trust position peaked at $1.59M in Q3 2019.
1,352 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.